1.1 What are Investment Workspaces

Investment Workspaces in Clade serve as the central hub for all fund- and deal-level information. They organize documents, notes, tasks, performance data, and AI-driven insights for each investment so teams can track pipeline and portfolio activity in one place.

1.2 The Problem Investment Workspaces Solve

Investment teams must track large volumes of unstructured information across the entire lifecycle of an allocation. Before Workspaces, data was scattered across spreadsheets, folders, and emails, making updates manual and analysis slow. Workspaces replace these fragmented systems with an AI-ready model that links every document, note, and meeting in context.

1.3 How Investment Workspaces Solve These Problems

• Ingest documents automatically from connected sources (Canoe, SharePoint, email).
• Extract structured fields with citations and confidence scores.
• Provide list and grid views for tracking funds and deals.
• Enable AI chat and automated workflows for summaries, memos, and exposure answers.
• Keep data current with continuous updates and review controls.

1.4 Key Benefits

• One place to monitor pipeline and portfolio.
• Reduced manual effort through automation.
• Trustworthy AI insights with citations.
• Faster diligence and monitoring cycles.

1.5 Who Investment Workspaces Are For

• Investment analysts and associates
• Portfolio managers and heads of research
• Operational due diligence teams
• Chief investment officers and committee members
• Data and operations teams

1.6 Key Concepts

Workspace: Central container for each fund or deal.

List: Curated view grouping workspaces by team or personal filters.

AI Chat: Natural-language assistant that answers questions within a workspace.

Documents, Notes, Activity: Linked records within each workspace.